Hillcrest Wealth Advisors - NY, LLC
Hillcrest Wealth Advisors - NY, LLC reported 56 holdings worth US$279M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Hillcrest Wealth Advisors - NY, LLC reported 56 holdings worth US$279M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Ge Aerospace and Alphabet Inc (google) Class C. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$279M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 11,486 | US$5.75M | 2.1% |
| Ge Aerospace | 4,171 | US$1.56M | 0.56% |
| Alphabet Inc (google) Class C | 3,813 | US$1.36M | 0.49% |
| Jp Morgan Chase & Co. | 3,080 | US$1.01M | 0.36% |
| Global Payments Inc. | 9,974 | US$724K | 0.26% |
| Apple Inc | 1,991 | US$576K | 0.21% |
| Microsoft Corp. | 1,478 | US$551K | 0.20% |
| Nvidia Corporation | 2,751 | US$550K | 0.20% |
| Sandisk Corporation | 143 | US$325K | 0.12% |
| Amazon.com, Inc. | 1,140 | US$272K | 0.10% |
| Johnson & Johnson | 932 | US$237K | 0.08% |
| Pnc Financial Services Group, Inc. (the) | 939 | US$231K | 0.08% |
| Broadcom Inc. | 577 | US$218K | 0.08% |
| Douglas Emmett, Inc. | 13,590 | US$160K | 0.06% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |